Level Financial Advisors, Inc. Vanguard Value ETF Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 26,228 shares of VTV stock, worth $4.58 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
26,228
Previous 20,867
25.69%
Holding current value
$4.58 Million
Previous $3.64 Million
21.91%
% of portfolio
1.76%
Previous 1.5%
Shares
13 transactions
Others Institutions Holding VTV
# of Institutions
2,536Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.4 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.39 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.31 Billion0.42% of portfolio